$144 Thousand is the total value of MILLER WEALTH ADVISORS, LLC's 78 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 75.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
XOM | Buy | EXXON MOBIL CORP | $42,985 | -99.8% | 411,298 | +31.3% | 29.84% | +36.3% |
AMZN | Buy | AMAZON.COM INC | $36,629 | -99.9% | 412,779 | +25.0% | 25.43% | -11.1% |
AAPL | Buy | APPLE INC | $31,052 | -99.9% | 236,616 | +22.0% | 21.56% | -0.4% |
GOOG | Buy | ALPHABET INC. | $14,608 | -99.9% | 131,640 | +1897.6% | 10.14% | -13.8% |
MSFT | Buy | MICROSOFT CORP | $13,562 | -99.9% | 55,854 | +20.0% | 9.42% | -3.5% |
SPY | Buy | SPDR S&P 500 ETFuie | $488 | -99.8% | 1,285 | +100.8% | 0.34% | +72.1% |
CVX | Buy | CHEVRON CORP | $479 | -99.8% | 2,918 | +82.3% | 0.33% | +76.2% |
APA | Buy | APA CORP | $226 | -99.9% | 4,843 | +0.9% | 0.16% | +14.6% |
NKE | Buy | NIKE INC | $212 | -99.8% | 1,918 | +81.8% | 0.15% | +67.0% |
GS | Buy | GOLDMAN SACHS GROUP | $175 | -99.8% | 534 | +47.5% | 0.12% | +38.6% |
INTC | Buy | INTEL CORP | $174 | -99.9% | 6,400 | +6.7% | 0.12% | -33.9% |
OXY | Buy | OCCIDENTAL PETROL CO | $161 | -99.9% | 2,590 | +31.3% | 0.11% | +17.9% |
WMT | Buy | WALMART INC | $146 | -99.9% | 1,042 | +10.6% | 0.10% | +7.4% |
VLO | Buy | VALERO ENERGY CORP | $131 | -99.8% | 1,120 | +93.1% | 0.09% | +78.4% |
SLB | New | SCHLUMBERGER LTD Ffgo | $107 | – | 2,000 | +100.0% | 0.07% | – |
COP | Buy | CONOCOPHILLIPS | $106 | -99.8% | 1,021 | +70.2% | 0.07% | +68.2% |
DG | Buy | DOLLAR GENERAL CORP | $105 | -99.8% | 425 | +100.5% | 0.07% | +73.8% |
PSX | Buy | PHILLIPS 66 | $105 | -99.8% | 1,106 | +70.2% | 0.07% | +69.8% |
ET | Buy | ENERGY TRANSFER L P | $102 | -99.8% | 9,360 | +89.6% | 0.07% | +77.5% |
JPM | Buy | JPMORGAN CHASE & CO | $97 | -99.8% | 760 | +43.4% | 0.07% | +36.7% |
VZ | Buy | VERIZON COMMUNICATN | $84 | -99.8% | 1,901 | +73.4% | 0.06% | +26.1% |
ABBV | Buy | ABBVIE INC | $79 | -99.8% | 500 | +100.0% | 0.06% | +77.4% |
CMCSA | Buy | COMCAST CORP NEW | $63 | -99.8% | 1,692 | +100.0% | 0.04% | +63.0% |
BKR | Buy | BAKER HUGHES CO. | $60 | -99.8% | 2,050 | +100.0% | 0.04% | +75.0% |
T | New | A T & T INC | $40 | – | 2,044 | +100.0% | 0.03% | – |
MS | New | MORGAN STANLEY | $37 | – | 450 | +100.0% | 0.03% | – |
BMY | Buy | BRISTOL-MYERS SQUIBB | $36 | -99.8% | 481 | +101.3% | 0.02% | +66.7% |
SO | Buy | SOUTHERN CO | $36 | -99.8% | 500 | +66.7% | 0.02% | +47.1% |
OVV | Buy | OVINTIV INC | $32 | -99.8% | 664 | +48.2% | 0.02% | +37.5% |
BP | Buy | BP PLC Fadr | $25 | -99.9% | 720 | +1.8% | 0.02% | +6.2% |
D | Buy | DOMINION ENERGY INC | $21 | -99.9% | 330 | +17.9% | 0.02% | -16.7% |
AMC | New | AMC ENTERTAINMENT | $14 | – | 1,758 | +100.0% | 0.01% | – |
GILD | Buy | GILEAD SCIENCES INC | $15 | -99.8% | 200 | +100.0% | 0.01% | +100.0% |
TGT | Buy | TARGET CORP | $15 | -99.8% | 100 | +100.0% | 0.01% | +66.7% |
TMUS | Buy | T-MOBILE US INC | $10 | -99.8% | 70 | +100.0% | 0.01% | +75.0% |
TSLA | New | TESLA INC | $9 | – | 73 | +100.0% | 0.01% | – |
JNJ | Buy | JOHNSON & JOHNSON | $9 | -99.8% | 50 | +100.0% | 0.01% | +100.0% |
New | WARNER BROTHERS DISCOVER | $6 | – | 494 | +100.0% | 0.00% | – | |
SPOT | New | SPOTIFY TECHNOLOGY Ffgo | $4 | – | 45 | +100.0% | 0.00% | – |
New | PROSHARES ULTRAPRO SHORTuie | $5 | – | 85 | +100.0% | 0.00% | – | |
New | PROSHARES ULTRASHORT BLMuie | $5 | – | 165 | +100.0% | 0.00% | – | |
CVS | Buy | CVS HEALTH CORP | $5 | -99.8% | 50 | +100.0% | 0.00% | +50.0% |
AMD | Buy | ADVANCED MICRO DEVIC | $3 | -99.8% | 49 | +63.3% | 0.00% | 0.0% |
New | BRC INC | $3 | – | 539 | +100.0% | 0.00% | – | |
WISH | Buy | CONTEXTLOGIC INC | $3 | -99.8% | 2,936 | +100.0% | 0.00% | 0.0% |
F | Buy | FORD MOTOR CO | $3 | -99.9% | 260 | +2.0% | 0.00% | 0.0% |
OGN | Buy | ORGANON & CO | $2 | -99.8% | 58 | +70.6% | 0.00% | 0.0% |
HUN | New | HUNTSMAN CORP | $1 | – | 20 | +100.0% | 0.00% | – |
CNX | New | C N X RESOURCES CORPORAT | $2 | – | 130 | +100.0% | 0.00% | – |
YANG | New | DIREXION DLY FTSE CHNAuie | $1 | – | 60 | +100.0% | 0.00% | – |
DKNG | Exit | DRAFTKINGS INC | $0 | – | 0 | +100.0% | 0.00% | – |
RMTD | New | REMOTE DYNAMICS INC | $0 | – | 1 | +100.0% | 0.00% | – |
FB | Exit | FACEBOOK INC | $0 | – | 0 | +100.0% | 0.00% | – |
HD | Exit | HOME DEPOT INC | $0 | – | 0 | +100.0% | 0.00% | – |
FCEL | Exit | FUELCELL ENERGY INC | $0 | – | 0 | +100.0% | 0.00% | – |
AOUT | Exit | AMERICAN OUTDOOR BRANDS | $0 | – | 0 | +100.0% | 0.00% | – |
ARKQ | Exit | ARK AUTONOMOUS TECHuie | $0 | – | 0 | +100.0% | 0.00% | – |
Exit | SCHWAB GOVT MONEY FUNDmms | $0 | – | 0 | +100.0% | 0.00% | – | |
PLNT | Exit | PLANET FITNESS INC | $0 | – | 0 | +100.0% | 0.00% | – |
MMP | Exit | MAGELLAN MIDSTREAM PA LPmlp | $0 | – | 0 | +100.0% | 0.00% | – |
SWBI | Exit | SMITH & WESSON BRANDS IN | $0 | – | 0 | +100.0% | 0.00% | – |
X | Exit | US STEEL | $0 | – | 0 | +100.0% | 0.00% | – |
CRSR | Exit | CORSAIR GAMING INC | $0 | – | 0 | +100.0% | 0.00% | – |
PLUG | Exit | PLUG POWER INC | $0 | – | 0 | +100.0% | 0.00% | – |
ARKX | Exit | ARK SPACE EXPLORATIONuie | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMAZON.COM INC | 8 | Q3 2023 | 37.4% |
APPLE INC | 8 | Q3 2023 | 24.4% |
EXXON MOBIL CORP | 8 | Q3 2023 | 29.8% |
ALPHABET INC. | 8 | Q3 2023 | 12.4% |
MICROSOFT CORP | 8 | Q3 2023 | 10.5% |
COMCAST CORP NEW | 8 | Q3 2023 | 63.8% |
CHEVRON CORP | 8 | Q3 2023 | 10.6% |
OCCIDENTAL PETROL CO | 8 | Q3 2023 | 1.5% |
BERKSHIRE HATHAWAY | 8 | Q3 2023 | 1.5% |
HONEYWELL INTL INC | 8 | Q3 2023 | 0.4% |
View MILLER WEALTH ADVISORS, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR/A | 2024-02-06 |
13F-HR | 2024-02-06 |
13F-HR | 2023-11-07 |
13F-HR | 2023-07-27 |
13F-HR | 2023-05-05 |
13F-HR | 2023-01-26 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-08 |
13F-HR | 2022-08-08 |
13F-HR | 2022-08-08 |
View MILLER WEALTH ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.